LVOPX Mutual Fund

NAV$19.74

Returns Overview

1 Month
+4.71%
3 Months
+14.20%
6 Months
+15.26%
YTD
+14.13%
1 Year
+20.36%
3 Years (annualized)
+14.82%
5 Years (annualized)
+9.55%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+10.82%
vs Peers
+3.31%

LVOPX Mutual Fund Performance

LVOPX performance across multiple time periods: 1-month 4.71%, YTD 14.13%, 1-year 20.36%, 3-year 14.82%, 5-year 9.55%, 10-year 10.61%.

LVOPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

LVOPX performance comparison shows side-by-side returns with another fund. LVOPX alternatives are available in the Mutual Fund Screener.